+9.0%
PAYX vs AR
+99.4%
-90.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | -1.2% | +7.4% | -8.6% | -2.0% |
| 30D | +7.8% | +5.8% | +2.1% | +7.0% |
| 3M | -6.8% | +5.2% | -12.0% | -7.6% |
| 6M | +31.3% | +5.4% | +25.9% | +29.9% |
| YTD | +7.7% | +12.4% | -4.7% | +5.5% |
| 1Y | +8.1% | +12.8% | -4.7% | +5.6% |
| 3Y | +12.2% | +47.2% | -35.0% | +3.9% |
| All | +9.0% | +99.4% | -90.3% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling